See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $862,482 | $244,740+252.4% | $206,214+318.2% | $357,791+141.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 15.17% | -3.72%+18.9pp | -1.60%+16.8pp | 396.79%-381.6pp |
| Employer contribution / active EE | $23,330 | $7,019+232.4% | $5,967+291.0% | $7,508+210.8% |
| Participant deferral / active EE | $23,106 | $4,983+363.6% | $4,649+397.0% | $5,521+318.5% |
| Admin fee / account holder | $6,673 | $15,419-56.7% | $13,671-51.2% | $28,387-76.5% |